Configuration (English)

Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

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  1. export a workflow

    Export a workflow and import in a different docuware system.
    Usefull for support and mantenance and also for business sales.

    128 votes
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    12 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  2. Radio button in Workflow Manager

    To improve the ease of use, radio buttons should be implemented in the Workflow Manager. We have such buttons, we can create for example “yes” and “no” in one decision, and the user can just click once instead of open a select list and search for the correct value

    38 votes
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    Added to Ideas Backlog  ·  0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  3. Copy a worfklow from a File Cabinet to another

    We are working with several File Cabinets, with very common and complex workflows in the Workflow Designer. Moreover, we use DocuWare in different environments (development, test and production).
    We would really like the possibility to copy a workflow from a file cabinet to another, and/or the possibility to export and import workflows between servers.
    Our solution currently is to copy each activities of a workflow one by one to another workflow.

    28 votes
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    3 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  4. Workflow Manager Monitoring Tool

    Urgent requirement for some form of monitoring tool of the workflow tasks within the Workflow Manager module to enable extraction of data from the tables to create reports statistics etc.
    We have a particular client who requires this information to track processing from sales orders right through to the manufactured products which have time constraints to complete from start to finish. This type of information requirement is part of an UK accreditation the company has within their industry.

    23 votes
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    Added to Ideas Backlog  ·  0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  5. Workflow Designer: Stamp customisation

    We would like the possibility to:
    1: Make the background of stamps flat and not transparent in the workflow designer.
    2: Have the possibility in the tasks to choose which indexes of the forms are displayed in the stamp.
    We generally used information fields that are useful for the user doing a task but are useless for the stamp itself and makes the document and stamp hardly readable.

    21 votes
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    3 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add File connections and Local Data Connector connections to Workflow Engine (External Data)

    These ARE available in the on premise version and NOT in the cloud version. How are we to lookup cost centers and approver? Customers cannot maintain gigantic substitution rules they NEED data connections.

    20 votes
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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  7. Memo field in Workflow Manager

    At the moment you can add a comment with max. 255 characters. In some reasons this is not enough, and it would be great if also the memo field can be used in the Workflow Manager.

    20 votes
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    Added to Ideas Backlog  ·  2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  8. In WorkFlow, conditional field show

    For example:

    If DocType ="invoice" then SHOW field "Total Invoice".

    Show fields depending value of others fields

    19 votes
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.

    You can use a condition before the task and then use two different tasks. This seems to be a little more complicated, but structures the workflow easier readable and makes the single tasks less difficult to configure.

  9. Add the possibility to use webservices in workflow module with token and certificate authentication

    Add the possibility to use webservices in workflow module with token and certificate authentication. Today we can only call "open" webservices or webservices protected by user/password. But more and more webservices require token and/or certificate authentication. Can this option be added to the webservices component of the workflow designer?

    17 votes
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  10. Workflow Designer : Request for a new activity “Stamp”

    We would really use an activity “Stamp” which would allow us to insert stamp without using a Task (i.e. inserting the stamp automatically on the document). For instance we would use a Task in a loop until some specific variables as set, with condition, and we would like to add a stamp only when the loop finish but not each time the task is repeated.

    16 votes
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  11. send a single notification to a specific time and show all documents as a "task list"

    by reminder or expiration date, send a single notification to a specific time and show all documents as a "task list", this because when working with many documents, is not friendly to receive many emails at once.

    additionally, there is no need to change the document task because reassign not imply skip the task

    16 votes
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    Added to Ideas Backlog  ·  2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  12. Role list for Workflow Manager

    With DocuWare 6.6 we can select multiple roles in using the Workflow Manager. That's nice but we need a "role list" as we have it with the Substitution list.

    If we allow the user to choose a role for the next task, he can see all existing roles (!) also the "Default Organisation Role". You need to specify which roles the use can see for two important reasons.
    1. Depending on the workflow one user need only a couple of roles in the list and not all.
    2. The Roles are also used for the authorization management. And these roles…

    12 votes
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    Added to Ideas Backlog  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add BCC and CC options to the email tasks in workflow designer

    Add BCC and CC options to the email tasks in workflow designer

    11 votes
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    2 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  14. Workflow Designer: Assign a task to a role expect specific users

    We would like the possibility to assign a task to any member of a role, except some specific users. The use case would be in a 4-eyes principle workflow, where in a same role one user must perform an action and another user (not especially an n+1) from the same role must review the action.

    11 votes
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  15. Enterprise Server needs to allow for different Workflow Engine URL based on local web server.

    Customer has a main office location (A) and a secondary location (B). Each has there own DocuWare Workflow engine instance.

    When an email notification from the workflow engine on B is emailed it uses a URL for site A, site A also uses a URL for A.

    A needs workflow URL's for A
    B needs workflow URL's for B

    Cause: A & B are different domains and users of B do not have access to A through the company network.

    11 votes
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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow entry of multiple field into a Keyword or User LIST global variable

    Currently adding a GET DATA lookup you can only add 1 entry to either a KEYWORD or USER LIST global variable.

    Example: USER LIST VARIABLE (APPROVERS) should be populated with two index fields (Field1, Field2)

    The only way of accomplishing this is creating 2 different GET DATA tasks

    11 votes
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    0 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  17. Reporting Tool Requirement for Workflow Manager

    Reporting tool requirement for Workflow Manager 6.1 onwards. For an expensive module it is essential a reporting tool is available to extract data. One of our clients have an requirement to audit how long orders are processed in the workflow to assess how long contract can be completed which carries penalties

    9 votes
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    Not currently planned  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow nested operators in workflow designer

    For the trigger conditions, it should have the same functionality as the file cabinet profile index filters. We should be able to set if Field1 is equal to Value1 AND Field2 is empty OR if Field3 is empty OR if Field4 is empty.

    8 votes
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    3 comments  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  19. Visual improvements to Workflow Designer

    I would like the ability to reorder Decisions within a task and their outputs, alter the size and shape of activities, and select a bunch of the activities and move them all at once. Right now it is very tedious and time-consuming to design a workflow that is visually clear.

    8 votes
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    1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow read-only fields on forms

    Allow read-only fields on forms, sometimes it is required to show some values ​​as informative field

    7 votes
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    Added to Ideas Backlog  ·  1 comment  ·  Workflow Designer  ·  Flag idea as inappropriate…  ·  Admin →
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